Your new company
One of the world's largest networks of audit, tax, and consulting firms, delivering big ideas and premium service to help middle‑market businesses thrive. Our vision is clear: to become the premium adviser to the middle market globally. This ambition drives everything we do, inspiring us to improve every day. If you're looking for a firm where you can build a future and make an impact, this is the place for you.
Your new role
As an Associate Director within the Private Client Tax team, you will take a strategic and commercial approach to managing and developing client relationships while leading exciting and varied advisory projects. You'll ensure a high‑quality service to a range of clients and manage a team, including reviewing work, providing training and development, and maintaining a positive and inclusive culture aligned with our values.
Your responsibilities will include:
- Leading advisory and technical projects for private clients
- Managing and developing client relationships, acting as the first point of contact for new opportunities
- Collaborating with partners to develop new business and build on existing relationships
- Mentoring and developing junior team members
- Overseeing compliance and advisory projects, ensuring quality and efficiency
- Working closely with other departments to deliver a joined‑up service
What you'll need to succeed
- CTA and/or ACA qualification (or equivalent experience)
- Strong understanding of tax issues relating to private clients
- Proven experience in client handling and project management
- Ability to lead advisory projects and deliver high‑quality reports within budget
- Excellent communication and interpersonal skills
- Experience managing a portfolio of personal tax compliance and advisory projects
- A passion for mentoring and developing junior staff
What you'll get in return
We recognise that our people are our most important assets. That's why we offer a flexible reward and benefits package, including:
- 27 days holiday (with the option to purchase additional days)
- Hybrid working for a healthy work‑life balance
- Lifestyle, health, and wellbeing benefits, including financial tools, electric car scheme, and access to a virtual GP
- Individual healthcare cover
- Access to over 300 on‑demand courses developed by our in‑house Talent Development team
- Opportunities for career progression and professional growth
Private Client Tax Associate Director in Liverpool employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
